Helene Robertson

Helene Robertson has been a Certified Financial Planner practitioner (CFP®) since 1985.  Her practice includes over 450 clients and she manages about $90 million in client assets.  Socially Responsible Investing is Helene’s specialty and has been her focus for the last 25 years. 

Helene has an M. Ed. (1974) in Educational Psychology and Early Childhood Education from the University of Washington.  Helene also holds the following licenses:  Series 24- Registered Principal, Series 63, Series 65, Series 7 and a Washington state insurance license.  She has taught “Financial Survival Skills for Women”, “Planning for Retirement”, “Socially Responsible Investing”, and “Women, Wealth and Power” through UW Experimental College.

Helene has been featured in The Wall Street Journal, The Seattle Times, Money Magazine and on Yahoo!  She was recently listed as one of the Best Personal Wealth Managers in Seattle Magazine (2007 & 2010) and is listed as one of America’s Top Financial Planners in Consumer’s Research Council of America.